When you Move Your Customer,
you simplify your approach to CRM.
Validate your strategy
Are you overwhelmed by CRM? Struggling to align your team? Not quite sure where to start? Choose your path:
Refine your processes
Get expert guidance using the MOVE Methodology, book a private workshop, or join our online community; the MOVEment.
Optimise your technology
Regardless of the technology you are using, Move Your Customer can help you optimise your CRM platform.
CRM Strategy Simplified​
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4 Proven Steps from Vision to Value
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This is the missing manual for CRM.
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If you’re a leader, manager, CRM specialist, technical support, or have a role with a connection to your customers, this book is for you.
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It’s our goal to help you understand what’s important, why it’s important and explain everything you need to know but were too afraid to ask!
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​​Providing a comprehensive guide for those wanting to design effective CRM strategies , the book is unique because it provides practical guidance for Marketing and CRM teams that is often missing from technical resources.
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CRM is about strategy and the process of customer relationship management, not just technology.
CRM Transformation is a journey...
Consideration
You are experiencing some business challenges and are considering a CRM platform
Pre-Implementation
You are at vendor selection stage of your CRM Journey, have identified a short list and need an action plan
Optimisation
You already have a CRM platform and know its the right tool, but your not getting what you expected
Rescue Mission
You already have a CRM platform, but your team have not embraced it and you don’t know how to fix this
" We knew that we needed to consolidate our data to get better visibility of our sales pipeline. They helped us understand the real power of CRM and how we can leverage it to further grow our business.
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The team supported us in defining our requirements to be able to have more meaningful discussions with platform providers, enabling us to quickly exclude those who could not meet our requirements.
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We also now have a clear scope of work and measures of success ready to engage with implementation partners.
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The MOVE team encouraged us to consider Salesforce within our RFP tender and I will admit the internal thinking was that Salesforce was too ‘big’ a player for us. Needless to say I’m glad we did. They came in on budget and we have comfort in knowing that we can expand the system as we continue to grow and mature in our customer relationship management journey. "
Trevor Watt, TDC Head of Business
Join The MOVEment
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We know that in small to medium size businesses, the CRM Team and Technical Teams that support them are often small.
We wanted to build a community where people could learn and grow together.
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The MOVEment has been created so people spending their days on CRM Strategy, Operations and Platforms can come together as a community to share challenges, success and experiences.
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Access training and masterclasses from our experienced MOVE Mentors and CRM subject matter experts
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Join the MOVEment and expand your network, knowledge and confidence with like minded people.
About Us
We know what it’s like to have a Customer Strategy, go through a CRM Platform implementation and not get the results you expect. Your team doesn’t work the way they should.​ It can feel frustrating, expensive and complicated.
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With over 60 years combined experience in Marketing, Customer Strategy, Operations and IT – we have made the mistakes so you don’t have to.
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We have drawn on our combined experience to develop a methodology and framework that helps businesses simplify their approach to CRM.
